CPIM
UDMY

Cypress Point Investment Management’s Udemy UDMY Stock Holding History

Cypress Point Investment Management’s Portfolio UDMY Stock Details UDMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.2M Buy
4,589,648
+211,882
+5% +$1.05M 5% 9
2025
Q4 		$25.6M Buy
+4,377,766
New +$25.5M 5.5% 7

Other funds holding UDMY

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WCM
Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCPM
Sea Cliff Partners Management San Francisco, California $194M AUM 8.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cypress Point Investment Management's UDMY Position: Q1 2026 in Review

Cypress Point Investment Management increased its Udemy (UDMY) stake by 4.8% in Q1 2026, buying an estimated $1.05M and bringing the position to 4,589,648 shares worth $21.2M. The position accounts for 5% of the portfolio, ranked #9.

Cypress Point Investment Management first reported a position in UDMY in Q4 2025 and has held it in 2 quarters since. The position peaked at $25.6M in Q4 2025. 194 funds tracked by Wall St. Rank hold UDMY as of Q1 2026.

  • Cypress Point Investment Management held 4,589,648 shares of Udemy worth $21.2M as of Q1 2026.
  • Cypress Point Investment Management bought 211,882 Udemy shares in Q1 2026, an estimated $1.05M.
  • Udemy made up 5% of Cypress Point Investment Management's portfolio in Q1 2026, its #9 holding.
  • Cypress Point Investment Management first reported a position in Udemy in Q4 2025 and has held it in 2 quarters since.
  • Cypress Point Investment Management's Udemy position peaked at $25.6M in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Udemy as of Q1 2026.

Based on Cypress Point Investment Management's 13F filing for Q1 2026, filed 15 May 2026.